Chartered

Inheritance tax – What does the future hold?

Often described as the most ‘unpopular tax’ inheritance tax seems to be perceived as unfair for many different reasons. Can this tax be simplified? The Chancellor asked the Office of Tax Simplification (OTS), an independent statutory body, to review the tax 18 months ago. As a result recommendations made recently will undoubtedly cause some ripples […]

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What are the Secrets of Successful AF5 Studying?

The best investment you will make is to have the right resources.  Expert Pensions have the right tools and the right techniques so that you can finish the job in style! Our Study Plan and Video Tutorials provide expert advice on developing all of the skills and practices you need to successfully pass. If you […]

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Changes to tax-free-cash from PPF

PPF (Pension Protection Fund) We’re in full flow with our AF7 Pension Transfers structured study plan now – working toward the CII AF7 exam on 8th October (I’ve just registered for the exam – and you should seriously be thinking about registering for your exam, before too much longer). Most importantly, a key part of […]

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The CII Route to Chartered

To achieve the Advanced Diploma, you need to accumulate 290 CII credits. If you hold the Level 4 Regulated Diploma, you have earned 100 credits and therefore have a 190 credit shortfall. I won’t go into detail here, but you will need a minimum 4 Advanced Diploma modules which total 120 credits, plus gap-fill from […]

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My Journey to Chartered by Duncan Cook Chartered Financial Planner

Like many financial advisers, I have for some time, harboured an ambition to become a Chartered Financial Planner. I even went as far as ordering the CII AF3 (Pension Planning) workbook, more than once but never really got down to any meaningful study. There always seemed to be a valid reason to start some other […]

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